See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,337 | $80,968-23.0% | $96,544-35.4% | $75,163-17.1% |
| Participation rate | 64.9% | 71.8%-6.9pp | 76.0%-11.1pp | 67.2%-2.3pp |
| Annual return | 21.32% | 27.06%-5.7pp | 25.84%-4.5pp | 160.62%-139.3pp |
| Employer contribution / active EE | $1,546 | $2,282-32.2% | $2,965-47.8% | $2,670-42.1% |
| Participant deferral / active EE | $3,052 | $3,928-22.3% | $4,851-37.1% | $4,125-26.0% |
| Admin fee / account holder | $361 | $6,724-94.6% | $8,252-95.6% | $5,651-93.6% |